About the Episode
Ilona Friedman of CD Wealth Management and her friend Rima Soroka discuss Rima’s experience with finances and budgeting.
Budgeting Case Study: Rima Soroka
More Insights on Budgeting
Article
The formula for wealth is simple, and it’s non-negotiable
August 13, 2021
One key factor is the difference between reaching your goals and just getting by in retirement.
Article
Capital gains strategies, regardless of Biden’s plan
June 4, 2021
Avoiding potentially higher capital gains rates may be a good idea, if it fits your overall financial plan.
Podcast
How to Plan for Your Children’s College
June 17, 2020
A popular method for setting aside expenses for college in the future is through the 529 Plan, which is a vehicle in which you store your money that grows tax deferred. Any money you pull out comes out tax-free if it’s used for qualified higher education expenses.